CRM, Site, Social Overhaul

I’m ready to level up SK Energy on three fronts and need one partner who can move smoothly across them all.

First, I want a clean Salesforce build-out that takes a prospect from first touch through to loyal repeat client. That includes custom objects, fields, simple automation for follow-ups, and dashboards I can actually read at a glance. When we’re done, every customer detail should live in one place and every stage of the pipeline should be visible.

Next, the website needs a fresh face. I’m leaning toward a completely new design layout that feels as professional as the services we provide, plus a few new features—think quote request forms that sync to Salesforce and a resources area I can update myself. I already have hosting and domain in place; code stack is flexible as long as it’s easy for me to maintain.

Finally, I want to kick-start lead generation through Social Media campaigns. Strategy, creative, tracking pixels, and monthly reporting all need to tie back to the CRM so we know exactly what’s working.

Deliverables
• Salesforce instance configured, tested, and documented
• Redesigned website live on current domain with requested features connected to Salesforce
• Social Media campaign launched, with conversion tracking feeding into the CRM and a first-month performance report

If you can map out a timeline and the milestones you’d propose for each stream, we can lock in the next steps right away.